Asset advisory services are best suited for customers who have both the knowledge and the time to be pro-actively engaged in managing their investment portfolio.
Knowing the financial markets and understanding your needs, Leumi Switzerland has developed an integrated advisory service, which helps you to achieve your investment goals.
By opting for advisory services you let us make the suggestions as to how you could best invest your capital. Leumi professionals and leading advisors, who comprise your dedicated team, will provide you with the most appropriate solutions, as well as relevant market and product information in your area of interest. Our policy is to provide you the most suitable product at prevailing market conditions and price it at the right “time to market”.
Based on your investment profile we will also direct you to attractive investment products that best suit your investment targets in view of the prevailing market conditions.
